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PODCAST

Legacy Fundraising Chat

Sanita Guddu of Persuasion - Legacy Consultant and Training Specialist

Feeling you don’t have time for legacy fundraising marketing? Or don’t know where to start? As a former Legacy Marketing Manager, I have been where you are. Having managed regional legacy teams, organised and presented at over 110 legacy events I love the whole journey from having conversations to stewarding pledgers. Now as a legacy consultant, I hear people who have responsibility for this fundraising stream struggling, and I don"t want you to. Episodes are created to help you to increase your

business marketing

All Episodes

00:12:29

Episode 31 - What I've learnt as a judge at the...

Legacy Fundraising Chat ·

2023/05/24

The Smee and Ford Legacy Awards took place on the 27th April and I had the pleasure of being a judge and Chair of one of the panel discussion sessions. I share my learning’s from both experiences to help you in your future legacy marketing. As mentioned in the episode, The Smee and Ford Legacy Trends Report you can get your copy here https://smeeandford.com/reports-whitepapers/2022-smee-ford-legacy-trends-report/

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00:21:00

Episode 30: A chat with Lynn Nevatt - a legacy...

Legacy Fundraising Chat ·

2023/05/10

Planning on running a legacy telephone campaign? A rare insight into what you can expect when you call your supporters to talk about legacy giving. After listening you might just be persuaded how much your supporters would love that call from you.

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00:07:28

Episode 29 - Legacy In-House Training Series Part 2 -...

Legacy Fundraising Chat ·

2023/04/26

In Part 2 of this 2 -Part Series, learn the when, how, what and who to deliver your legacy training to to maximise your legacy income

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00:09:42

Episode 28 - Legacy In-House Training Series Part 1 -...

Legacy Fundraising Chat ·

2023/04/12

I get lots of requests to deliver Legacy training and how to train people across a charity to have Legacy conversations. In Part 1 of this 2 -Part Series, learn how I have used audience needs to develop bespoke training covering the wider fundraising team, Trustee boards, Executive Boards, Operational staff and front-line staff and volunteers

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00:30:04

Episode 27: A chat with Tim Kachuriak - founder of...

Legacy Fundraising Chat ·

2023/03/29

Part 2 of my interview with Tim Kachuriak and the conundrum of why donors give.

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00:29:34

Episode 26: A chat with Tim Kachuriak - founder of...

Legacy Fundraising Chat ·

2023/03/15

What makes people give? It's a question that Tim Kachuriak, has been obsessed over for more than a decade. And it's what led him to develop the world's largest digital fundraising research lab. Through the course of performing over 2,500 fundraising experiments, he’s learned a few simple yet profound truths. I invited him to share those with you on this episode

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00:10:40

Episode 25 - Why and how to celebrate your Legacy...

Legacy Fundraising Chat ·

2023/03/01

Learn how celebrating your wins and recognising why your setbacks happened can make you a better legacy fundraiser. This one is a must if you never celebrate your successes in a public way. I'm delighted that the National Free Wills Network is sponsoring my podcast. They allow you to offer your supporters a free solicitor written Will anywhere in the UK and the charity receives full, measurable results. With 15 years of experience and over £500m raised in future income, the Network can help

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00:07:11

Episode 24: How to personalise your legacy...

Legacy Fundraising Chat ·

2023/02/15

Is it worth spending the time personalising your messaging to individual donors? Does it even work? This episode explores the why, how and when to personalise your legacy donor communications. I'm delighted that the National Free Wills Network is sponsoring my podcast. They allow you to offer your supporters a free solicitor written Will anywhere in the UK and the charity receives full, measurable results. With 15 years of experience and over £500m raised in future income, the Network can help

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00:25:36

Episode 23: A chat with Professor Russell James from...

Legacy Fundraising Chat ·

2023/02/01

Imagine if you could get inside the mind of a donor. You’d know exactly what drives them to give. My guest does just that. Dr Russell James has revolutionised the way charities globally approach marketing. Using the latest scientific technology, Dr. James researches brain activity in fundraising prospects to find out why and what makes donors give. ======================================================================= Do you need some support with your Legacy plans? Here are some of the ways that I

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00:06:26

Episode 22: How to run a spotlight on legacies in-house

Legacy Fundraising Chat ·

2023/01/18

How shining a light on legacies within your organisation can help you to get buy-in from across your charity and stop you feeling like a legacy lone ranger. Covering everything from when and how to create these legacy moments. ------------------------------------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy fundraising strategy 📢 Set up your first Telephone Legacy campaign and manage it for you 📝 Legacy

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00:29:21

Episode 21: A chat with Dr Claire Routley and Ashley...

Legacy Fundraising Chat ·

2023/01/04

Wondering when the best time is to run a legacy campaign? Listen to my discussion with fellow Legacy Fundraising Consultancy experts, Ashley and Claire from Legacy Voice to find out. Read Ashley and Claire’s impressive bio’s here: https://legacyfutures.com/about/ashley-rowthorn-3/ https://legacyfutures.com/about/claire-routley/ And the team at Legacy Futures are back on 16th February with another Legacy Fundraising Virtual Conference. The event will celebrate everything legacy fundraising

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00:08:41

Episode 20: How to start (and not start) a legacy...

Legacy Fundraising Chat ·

2022/12/14

You genuinely care about how your supporters feel. So I know you want to approach a legacy conversation with sensitivity and with ease. But how do you have a legacy conversation with a supporter without the awkwardness? Listen to a formulaic approach which is likely to help you in any situation. ------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy strategy 📢 Set up your first Telephone Legacy campaign and run it

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00:10:10

Episode 19: Is fear holding you back from having...

Legacy Fundraising Chat ·

2022/12/07

Imagine if you could overcome your fear and become the confident legacy fundraiser you were always destined to be. In this episode I uncover the dark side of being a legacy fundraiser, that is never talked about, but is fundamental in your role. ------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy strategy 📢 Set up your first Telephone Legacy campaign and run it for you 📝 Legacy Events Planning 📞 Coaching

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00:20:58

Episode 18: A chat with Nigel Roberts, Chairperson at...

Legacy Fundraising Chat ·

2022/11/23

Think your charity is too small and under-resourced to develop a legacy strategy? Then listen to how a Board of Trustees from a volunteer - led Charity started a legacy programme. With some help and guidance from me. ------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy strategy 📢 Set up your first Telephone Legacy campaign and run it for you 📝 Legacy Events Planning 📞 Coaching sessions providing guidance for

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00:10:54

Episode 17: How to run a legacy event (in-person or...

Legacy Fundraising Chat ·

2022/11/09

Did you know that when done well, events are one of the channels with the highest Legacy enquirer conversion rates? Unsure whether in-person or virtual is right for your Charity? This episode helps you to decide. Also a must listen if you have never organised a Legacy event. Being so passionate about Legacy events I’ve written a whole FREE e-book on the subject. You can download it here here https://persuasion.org.uk/e-books/ ------- Do you need some support with your Legacy plans? Here are some of

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00:11:09

Episode 16: 5 quick ways to get colleagues interested...

Legacy Fundraising Chat ·

2022/10/25

We all need a little help from our colleagues to achieve our Legacy marketing ambitions. Knowing who, how and when to approach is key to building and nurturing these in-house relationships that are often the key to talking to your best Legacy prospects. ------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy strategy 📢 Set up your first Telephone Legacy campaign and run it for you 📝 Legacy Events Planning 📞

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00:26:04

Episode 15: A chat with Barrie Hodge, Head of...

Legacy Fundraising Chat ·

2022/10/11

I worked with Barrie Hodge and his team to develop their first legacy strategy. Listen to find out why they decided now was the time to have these conversations with their supporter base and how they discovered that their former beneficiaries could be your best legacy prospects. To find out more about St Basils visit https://stbasils.org.uk/ ------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy strategy 📢 Set up

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00:18:47

Episode 14: What should go in your legacy strategy?

Legacy Fundraising Chat ·

2022/09/27

Grab a pen and paper or something you can type into whilst I talk you through the essential 5 stages that I go through when devising a legacy strategy. To look at sector-wide Legacy Market updates and evidence to support your strategy, visit https://www.legacyforesight.co.uk/archive Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk. And you can also sign up for your monthly dose of tips and inspiration

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00:11:29

Episode 13: What legacy materials do you really need?

Legacy Fundraising Chat ·

2022/09/13

Getting overwhelmed with ideas of what legacy marketing materials to produce? and do any of them work anyway? In this episode I’m covering all the types of legacy fundraising materials that you could produce and help you decide if there is just one thing that you have budget for, what that one legacy marketing piece be. Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk. And you can also sign up for your

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00:19:58

Episode 12: A chat with Richard Millar - things you...

Legacy Fundraising Chat ·

2022/08/30

Unsure whether offering a Free Wills Service to your audiences is right for you? And should you be offering an online service over a face to face solicitor offer? Listen to this episode to help you make that decision. Some additional links A short session on why you should write your Will through a solicitor https://vimeo.com/612776844 An interview with Gaynor Lanceley, a former legacy fundraiser and now a private client solicitor, talking about why solicitors like a Free Wills Service and much

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